6888 results found
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calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
Add an empty value to the content placeholder
Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)
3 votes -
protect PDF attachment
What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.
3 votes -
Download multiple documents (document folders) directly to computer
Download multiple documents (document folders) directly to computer
3 votes -
Show document name on expired document notification view
show document name or quote number on an expired document
3 votes -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
3 votes
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Ability to reorder user list within a workspace
Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)
3 votes -
If the same user is being a part of multiple approvers groups on a single document, notifications should be sent separately for each group
If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.
3 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
3 votes -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Set the recurring payment to stop after certain period or number of iterations.
Option to collect payment on the payment gateway
- will allow the user to view or collect payment within the document
3 votes -
add tags to documents created via zapier
add tag to documents automatically via zapier
3 votes -
block content blocks for recipients during redlining
block content blocks for recipients during redlining
3 votes -
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
3 votes -
Presentation mode on the Recipients side
When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
How can we change the standard viewing settings for the recipient?3 votes -
3 votes
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